Knowledge

Guide to finding your financial wellbeing

Download your free guide and find out why prevention is better than cure when it comes to your financial wellbeing.

'Prevention is better than cure'

Does the age-old motto still ring true when it comes to your financial wellbeing? We interviewed a range of high-net-worth individuals to find out the source of their financial stress and the best ways to address these challenges. Our latest guide uncovers:

  • The wide-ranging causes of financial worries
  • How to plan for the unexpected
  • The value of advice when you are experiencing financial stress
  • Compelling case studies and analysis
  • Tips and takeaways from professional Investment Managers

Guide to finding your financial wellbeing

We store your data in accordance with data protection legislation and our privacy notice. You can unsubscribe at any time by clicking the link in our emails or emailing us.

How can we help you?

Holistic Financial Planning

A carefully designed financial plan can give you the freedom to do even more of the things you want to do and maybe even things you never thought possible.

  • We'll create a financial plan that matches your individual needs and objectives.
  • We can help you become more tax-efficient with your savings with our range of planning tools and techniques.
  • Professional expertise on hand to organise your investments to ensure you are comfortable with your financial decisions.
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Bespoke Investment Service

Entrust a dedicated expert to make investment decisions on your behalf. We’ll monitor and adjust your portfolio to make sure you don't miss out on opportunities or are exposed to unnecessary risks.

  • We'll construct a bespoke portfolio based on your circumstances and investment objectives.
  • You’ll have direct contact with your Investment Manager, so you can speak to the person responsible for your portfolio.
  • Enjoy the peace of mind knowing your investments are being continuously monitored and adjusted.
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Wealth Management Service

Entrust your dedicated Financial Planner and Investment Manager to provide you with a holistic financial plan and personalised investment strategy.

  • We’ll explore your financial requirements to create a plan that matches your individual needs and goals.
  • We'll give you confidence in your investment decisions based on your investment strategy.
  • We’ll form a secure financial future for you and your loved ones.
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More insights

Article
A case study: buying a property abroad
By Aaron Gibbs
Personal Finance Commentator
20 May 2024 | 8 min read
Article
School fees, tax & retirement: challenges of the ‘squeezed middle’
By Louis Coke
Director of Private Clients
10 Apr 2024 | 9 min read
Article
How to plan and protect your family wealth
By Louis Coke
Senior Investment Manager
01 May 2023 | 7 min read

Guide to finding your financial wellbeing

We store your data in accordance with data protection legislation and our privacy notice. You can unsubscribe at any time by clicking the link in our emails or emailing us.